Financial Advisor Pretoria

PPS; Pretoria; On-site; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Laptop and headset

3G data card

Job summary

PPS seeks a driven Financial Advisor to source, retain and grow a membership and client base by delivering PPS financial solutions to professionals in a tied agency role in Pretoria. You will generate leads, build relationships, and meet targets within a commission-based framework across risk insurance, retirement planning and investments.

The role emphasizes independent work, high performance sales, and strong client-centric advisory.

Qualifications

• Matric (Grade 12) or higher qualification.
• NQF level 6 qualification preferable.
• FAIS fit and proper; RE5 completed.
• Postgraduate Diploma in Financial Planning advantageous.
• CFP advantageous.
• 3 years in financial services sales; 2 years advisory.
• Life assurance knowledge helpful.

Responsibilities

• Provide suitable advice to professionals’ needs.
• Prepare and present proposals using financial planning tools.
• Meet clients to understand their financial objectives.
• Explain complex financial advisory information clearly.
• Manage and grow existing client relationships.
• Grow a client book within 24 months and beyond.
• Adhere to compliance and procedures.
• Stay updated on product information and industry changes.
• Build a professional network within the professional market.

Skills

Sales

Relationship management

Time management

Analytical skills

Numerical skills

Attention to detail

Communication skills

Presentation skills

Self-motivation

Resilience

Teamwork

Emotional intelligence

Networking

Education

Matric

NQF 6 qualification

FAIS L7

RE5 completed

Postgraduate Diploma in Financial Planning

CFP

Tools

MS Office

CRM system

Financial planning software

Job description

Purpose of the Job

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.

Job Description,

The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.

Scope Of The Job

This is a commission-based long term insurance financial advisor role, a tied agent meeting targets across risk insurance, retirement planning, investments, savings, wills, estate planning and making referrals to the fiduciary services, short term insurance and medical aid business units. The ideal candidate is an experienced and target driven financial planner of a hunter profile, an individual familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a tied agency role of own lead generation. We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. A downward adjusting allowance is paid in the early months plus commission. We provide work tools (laptop with headset and 3G card). The office base is in Lynnwood.

Requirements,

Formal Qualifications

• Matric (Grade 12)
• Relevant commercial/legal/industry specific NQF level 6 tertiary qualification is preferable
• FAIS recognised NQF level L7 and above qualification is highly advantageous
• RE 5 completed
• Successful completion of supervisory process
• FAIS fit and proper
• Postgraduate Diploma in Financial Planning advantageous
• CFP advantageous

Experience And Knowledge

• 3 years' experience in the Financial Services industry in a Sales role within the risk insurance and investment spaces
• 2 years' of Financial Advisory experience
• Life Assurance knowledge and experience
• Knowledge and understanding of the dynamics of the professional client market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Experience in own lead generation and prospecting for clients

Computer Literacy

• Proficient in MS Office
• Experience using a CRM system preferable
• Experience using financial planning software

Interpersonal And Intrapersonal Skills

• Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyse and interpret statistical information
• Impeccable work ethic
• Able to work independently
• Strong communication
• High attention to detail
• Team-orientated
• Self-motivated and highly driven
• Strong presentation skills
• Resilience and tenacity
• Emotional Intelligence

Duties and Responsibilities,

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a professional network and sustainable business within the professional market.

The position is open only to South African citizens

The individual must have a valid driver's license and their own reliable vehicle or access to one

The individual must have clear credit and criminal records

The individual must be FAIS fit, proper and long term insurance accredited - have obtained RE5 within 2 years of DOFA and hold a recognised NQF L5 or higher qualification.